Jason Spits
Jason Spits
Jason has been writing on financial services since 1999 and has worked on a number of trade media titles in both a full time and freelance capacity. He joined Money Management in 2013 in the role of Senior Journalist.
News by this author
Bank-owned planning groups to develop internal channels as poaching season comes to an end....
Grandfathering has the potential to split the ranks of financial planners into two camps. ...
Legal costs in appeal set to consume client payment despite ruling in their favour. ...
Boutique planning group Anne Street Partners complies with ASIC requirement and moves to exit legacy mortgage fund....
FPA chief executive calls on CFP members to actively promote designation. ...
Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....
AFA claims FOS ground rules provide inherent imbalance against advisers....
PIS owner Centrepoint Alliance expands suite of companies with completion of purchase of Associated Advisory Practices....
Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to financial services lawyer. ...
Existing levels of adviser education should be considered a pathway to degree level qualification....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...